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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

502 hedge funds and large institutions have $3.83B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 191 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+20
Holders Change %
+4.15%
% of All Funds
7.92%
Holding in Top 10
60
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.69%
% of All Funds
0.95%
New
50
Increased
191
Reduced
191
Closed
24
Calls
$19.6M
Puts
$76K
Net Calls
+$19.6M
Net Calls Change
+$16.5M

Top Buyers

1
SWM
SigFig Wealth Management
California
+$30.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$29.1M
3
HWM
Horizon Wealth Management
Illinois
+$23.2M
4
LPT
Legacy Private Trust
Wisconsin
+$16.2M
5
RCS
Retirement Capital Strategies
California
+$13.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$41.5M
2
FEG
Financial Enhancement Group
Indiana
-$26.1M
3
WEG
World Equity Group
Illinois
-$15.1M
4
M1FG
Mach-1 Financial Group
Arkansas
-$11.6M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
326
Detalus Advisors
Missouri
$535K +$36.4K +668 +7%
Cetera Investment Advisers
327
Cetera Investment Advisers
Illinois
$532K -$243K -4,459 -31%
ACM
328
Armbruster Capital Management
New York
$529K +$18K +331 +4%
SWM
329
Sanctuary Wealth Management
Idaho
$521K +$521K +9,566 New
TPWM
330
Twelve Points Wealth Management
Massachusetts
$516K – – –
DWP
331
Destiny Wealth Partners
Florida
$515K -$5.12K -92 -1%
SFM
332
Signet Financial Management
New Jersey
$512K -$8.06K -148 -2%
DC
333
Davenport & Co
Virginia
$512K – – –
IGWM
334
ICA Group Wealth Management
Colorado
$510K -$10.6K -194 -2%
FMWA
335
Forvis Mazars Wealth Advisors
Missouri
$508K +$2.01K +37 +0.4%
HSG
336
Helen Stephens Group
Texas
$503K -$23.1K -425 -4%
FZCM
337
Flynn Zito Capital Management
New York
$495K -$8.82K -162 -2%
USCWA
338
U.S. Capital Wealth Advisors
Texas
$493K -$305K -5,601 -38%
Susquehanna International Group
339
Susquehanna International Group
Pennsylvania
$481K +$146K +2,678 +43%
RSWM
340
Robertson Stephens Wealth Management
California
$475K – – –
ISWM
341
Independent Solutions Wealth Management
New York
$475K +$1.14K +21 +0.2%
CG
342
Cutler Group
California
$468K +$468K +8,607 New
SW
343
SlateStone Wealth
Florida
$465K -$31.9K -586 -6%
HWM
344
HB Wealth Management
Georgia
$461K -$29.7K -545 -6%
FWP
345
Firethorn Wealth Partners
Georgia
$459K +$2.29K +42 +0.5%
RCM
346
Raleigh Capital Management
North Carolina
$453K -$43.8K -805 -9%
GIA
347
Gladstone Institutional Advisory
Florida
$452K -$11.2K -205 -2%
IFPG
348
Intrepid Financial Planning Group
Indiana
$451K – – –
BP
349
BCK Partners
New York
$449K +$7.51K +138 +2%
LMKC
350
L.M. Kohn & Company
Ohio
$446K -$60.5K -1,111 -12%
12 13
14
15 16